Strategic Wealth Advisory Professional

About Us4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.About the RoleWe are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong...

We are seeking a highly skilled and experienced Senior Wealth Management Executive to join our team at 4S Advisory.About the Role:The ideal candidate will have extensive experience in investment advisory and wealth management, with a strong track record of delivering results in a fast-paced environment.Key Responsibilities:The successful candidate will be...

Job Summary4S Advisory is seeking an experienced Head Relationship Manager to join our team. This role will be responsible for managing relationships with high net worth clients, providing investment advice and solutions to help them achieve their financial goals.Key Responsibilities:Develop and implement investment strategies to meet client needsCollaborate...

About This RoleWe are seeking a highly skilled and motivated professional to join our team as an Asset & Wealth Management Professional. In this role, you will be responsible for providing exceptional client service and support to our clients and operational teams in the implementation of new client accounts, trade execution, liquidity management, and...

About This RoleWe are seeking a highly skilled and motivated professional to join our team as a Asset & Wealth Management Professional. In this role, you will be responsible for providing exceptional client service and support to our clients and operational teams.Key ResponsibilitiesProvide client service management support to our clients and operational...

Senior Wealth Management Professional - Relationship Building ExpertAbout 4S AdvisoryWe are a leading investment advisory firm, dedicated to providing exceptional wealth management services to high net worth individuals and families.Job SummaryWe are seeking a highly experienced and skilled Senior Wealth Management Professional to join our team. As a...

Keiretsu Advisory Services seeks a skilled Tax Professional to join our Financial Services team in Asset & Wealth Management.Key responsibilities include reviewing Tax Form 1065 and managing tax-related tasks.Requirements:Minimum 2.5 to 6 years of experience in reviewing US Partnership Tax Form 1065Strong understanding of Federal/ Private Equity and State &...

About ForresterForrester is a leading research and advisory company that empowers business leaders to be bold and accelerate their growth.We're trusted by clients around the world to work on trailblazing, mission-critical problems. Our team of experts helps businesses drive their strategies and outcomes across technology, customer experience, and marketing...

Job Title: Senior Relationship Manager - Wealth ManagementWe are seeking a highly experienced and skilled Senior Relationship Manager to join our Wealth Management team. As a key member of our team, you will be responsible for managing and developing relationships with high net worth individuals and families, identifying and pursuing new business...

Magnetic Wealth Services is a sales-oriented organization that offers various products and services to customers. We are seeking an experienced Tele Sales Professional to join our team in Nagarbhavi, Bangalore.The selected candidate will be responsible for promoting and selling our products/services through outbound calls to prospective customers. Key...

RSM Delivery Center Private Limited (India) is a leading provider of professional services, empowering clients and people to realize their full potential.As a Strategic Transaction Advisory Services Expert, you will work directly with clients, key decision makers, and business owners across various industries and geographies to deliver a top-quality client...

**Job Overview**At ConsultBae India Private Limited, we are seeking a highly skilled Strategic Client Growth Professional to join our team. As a key member of our Wealth Management division, you will play a vital role in driving business growth and expansion through strategic client relationships and portfolio management.**Job Description**Wealth Management...

Job DescriptionWe are seeking a skilled Strategic Wealth Advisor to join our team at ConsultBae India Private Limited. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management...

About Goldman SachsWe are a leading global investment banking, securities and investment management firm, headquartered in New York. Our team is dedicated to empowering clients and customers around the world to reach their financial goals.Job ResponsibilitiesDrive business strategy and performance by collaborating with Global COOs on initiatives to drive and...

Job SummaryWe are seeking a highly skilled Senior Risk Advisory Professional to join our team at MGC Global Risk Advisory Services LLP. This is an exceptional opportunity for a seasoned professional to lead high-impact engagements, drive business growth, and develop valued relationships with clients and internal peers.About the RoleThe ideal candidate will...

At Goldman Sachs, we're looking for talented professionals to join our Wealth Management team as a Senior Wealth Management Professional. As a key member of our PWM sales teams, you'll provide exceptional client service, operational support, and risk management. Your responsibilities will include operational management and oversight of the client experience,...

HDFC Life is a leading insurance company that offers an exciting career opportunity as a Wealth Development Professional. This role is ideal for individuals with a passion for finance and a drive to succeed.**Job Overview:**We are seeking highly motivated professionals who can help us grow our business through effective sales and marketing...

Key Responsibilities:Develop a client base of investors and manage relationships on a regular basis. Work closely with internal and external stakeholders to establish HNI, advisory and institutional channels.Client Success and Relationship Management is a key aspect of this role. You will be responsible for key account management and customer success...

Key Responsibilities:Develop a client base of investors and manage relationships on a regular basis.Channels of Engagement: Work closely with internal and external stakeholders to establish high net worth, advisory, and institutional channels.Responsible for key account management and customer success specific to the wealth clients of Leaf Round.Maintain a...

About the RoleAs a Strategic Relationship Manager for DBS Bank, you will be responsible for delivering exceptional customer experiences while driving growth in wealth and asset management.About YouWe are seeking a highly motivated and experienced individual with a strong background in sales and relationship management. Your expertise in financial planning,...